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A Customized Solution
For Your Business

BUSINESS MANAGEMENT. STAFF MANAGEMENT. CLIENT MANAGEMENT.

The Smart Fulcrum modular system allows for customization to match your business needs. No need to clutter up your dashboard with software features that you don’t use. Add or remove modules as your business grows, or your needs change.

Business Management

Manage your business workflow with fully integrated and customizable scheduling, work tracking, billing, payroll, and reporting in a single, configurable solution with an easy-to-use admin dashboard.

 

  • Securely manage client and employee data
  • Easily pull administrative reports and conduct analysis
  • Optimize scheduling and coordination
  • Define work processes so staff can perform work consistently
  • Leverage Form Libraries to manage client, staff, and business data that meets YOUR business needs
  • Streamline time capture and payroll approval process
  • Easily create and distribute invoices with a flexible billing model
  • Improve communication and collaboration
  • Add/remove from a growing list of modules to adapt the software as your business changes

Staff Management

Provide staff access to scheduling, documentation, and client demographics with a fully integrated and optimized work coordination solution while streamlining back-end admin functions.

 

  • Employee shifts can be quickly and easily scheduled with a shift cloning tool.
  • Ensure staff are at their shift location with Electronic Shift Verification (ESV).
  • Using a mobile app with biometric authentication, employees can clock in and out
  • Email, text, and in-app messaging keeps client data in one place while ensuring timely team collaboration.

Client Management

Manage multiple business locations, employee data, credentials, and client-centric workflows easily so you can focus on client service.

 

  • Auto-Create Invoices and simplify billing with QuickBooks integration
  • Appointment management with form customization allows for high quality customer service
  • Manage clients at the point of service by securely and efficiently reviewing work and appointment needs
  • Real-time, customizable form submission
  • Role and permission-based tools for interdisciplinary teams to access relevant data to meet client needs efficiently